| Ginny Sherrow Certified Financial Planner |
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| Contact me: 248-390-7252 gsherrow@meridian-advisory.com |
I provide personalized financial planning services , asset
management, and business consulting focused on my client's
goals and the lifetime steps that it will take to achieve them.
What makes me unique: I do not accept commissions, kickbacks
or referral fees. I never recommend loaded funds and I focus on the
client in order to provide the best possible financial planning
services and asset management. I am only interested in helping
clients realize their financial goals from beginning to end.
Reasons to work with me:
- Experience: Over 10 years in the financial industry working
with a wide range of clients, from young families to retirees. - Education: I am a Certified Financial Planner with a broad
knowledge base within the financial services arena;
particularly business specific issues. - My motivation is to provide you with the tools and knowledge
to maneuver in this complicated financial world; not to make
huge profits off of you.
Questions that I can help you answer:
- Is your portfolio allocated properly and diversified?
- Is your buy-out or pension enough to retire on?
- Is your savings going to last and allow you to live the lifestyle
that you imagined? - Are you using all of the tax advantaged opportunities
available to you?
There are many avenues to save and invest, and in order to find the
proper ones you need to take careful consideration of all your
options, keeping your total financial picture in mind.
- Are you keeping your money in your pocket and out of the
government’s? - Are your assets properly allocated and diversified based on
your tolerance for risk? - How often do you re-balance your portfolio?
- Do you track the performance of the funds you are invested
in? - Is your family protected in case of a financial crisis such as
death or disability? - Will the government be your biggest heir?
| Independent, Fee-Only Financial Consulting & Asset Management For Personal & Business Planning |
| You can call (248) 390-7252 to schedule a meeting. Initial consultations are always free. |
| TM |
Meridian Advisory